We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
3101
Catalyst Investment Management
New Hampshire
$220K -$44.8K -869 -18%
EP
3102
Essential Partners
California
$220K -$31.6K -613 -12%
TI
3103
Truepoint Inc
Ohio
$220K +$15.4K +298 +7%
JF
3104
JSF Financial
California
$220K +$43K +834 +23%
P
3105
Palladiem
Pennsylvania
$219K +$310 +6 +0.1%
PWM
3106
Parkway Wealth Management
Texas
$219K +$215K +4,158 New
AAMG
3107
AMG Asset Management Group
Georgia
$219K +$232K +4,490 New
SWG
3108
Summit Wealth Group
Vermont
$218K -$3.82K -74 -2%
EIA
3109
Eastover Investment Advisors
North Carolina
$218K – – –
CF
3110
Convergence Financial
Missouri
$217K -$24.5K -474 -10%
CCM
3111
Canal Capital Management
Virginia
$216K -$14.7K -284 -6%
RFA
3112
RTD Financial Advisors
Pennsylvania
$216K +$2.22K +43 +1%
NS
3113
Northland Securities
Minnesota
$216K – – –
MCM
3114
MontVue Capital Management
Virginia
$216K +$228K +4,424 New
RCA
3115
Riverview Capital Advisers
Massachusetts
$216K -$8.36K -162 -4%
AFO
3116
Arrowroot Family Office
California
$215K -$5.68K -110 -2%
TPWM
3117
Twelve Points Wealth Management
Massachusetts
$215K -$4.64K -90 -2%
FA
3118
FSA Advisors
Michigan
$215K +$228K +4,413 New
PFA
3119
Plotkin Financial Advisors
Maryland
$215K +$8.26K +160 +4%
HAS
3120
Holland Advisory Services
Florida
$215K +$206 +4 +0.1%
FWM
3121
Fonville Wealth Management
Virginia
$215K +$227K +4,402 New
PWA
3122
Provenance Wealth Advisors
Florida
$214K -$1.03K -20 -0.5%
GSIS
3123
Global Strategic Investment Solutions
Arizona
$214K -$18.7K -362 -8%
CPC
3124
Congress Park Capital
New York
$214K – – –
NSB
3125
Norway Savings Bank
Maine
$214K -$2.58K -50 -1%
123 124
125
126 127